RESPONSIBILITIES:
● Data mining.
● Understand requirements & fixing appointments.
● Coordinating between wealth manager & client.
● Brief client about Mutual Fund, shares and General Insurance (car insr/health insr).
● Client /prospect profiling.
● Record keeping of client database.
● Convert leads into sales.
● Managing various operational and admin jobs as communicated from time to time.
● Expanding the customer base by upselling and cross-selling.
● Understanding key customer individual needs and addressing these.
SKILL SET :
● Having good communication & interpersonal skills.
● Having high attention to details.
● Being organized and methodical.
● Having commercial awareness.
● Should be computer savvy.
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